Charlotte Taft

Charlotte Taft is the Director of Business Intelligence at Callahan & Associates. She leads the business intelligence team, partnering with other Callahan teams to provide data-driven insights and strategy on Callahan’s websites and software products. Prior to joining Callahan, she worked as an AdWords account strategist at Google, specializing in small business ads policy. Before Google, she was an associate with the Moody’s Analytics Risk Management Consulting team. A former Division I athlete, she graduated from Yale University with distinction in anthropology and was a member of the women’s rowing team. Contact her at or on Twitter @CTaftCUs


November 2019 Credit Union Power BI User Group Getting Started, Key Decisions, & Useful Tips

By Charlotte Taft | Nov. 7, 2019

An interactive dashboard by Callahan & Associates offers insight into the loan portfolio of any credit union in the United States.

October Credit Union Tableau User Group Meeting


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Join us for the first meeting of the Credit Union PowerBI User Group to learn how other credit union analytics professionals have tackled problems relating to getting started with the right techn

Tableau User Group: July 2019 How to Party With Your Data CORE-ectly


Contact Charlotte Taft

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